Neuberger Berman Addresses Volatility with PutWrite Fund; PanAgora Adds ESG Alpha Factors; and Hartford Funds Expands ETF Roster.
“Portfolio managers and their trading desks primarily choose [investment] instruments based solely on personal experience rather than through an analytical process,” says Kevin McPartland, with Greenwich Associates.
Seventy-seven percent of U.S. wealthy investors say health is more important than wealth, and 57% are worried their health will deteriorate in the next 10 years.
The compliance assistance program will increase awareness and understanding about basic fiduciary responsibilities when operating a retirement plan.
INSIDE THE MAGAZINE PLANSPONSOR February-March 2018
This is up 2% from last year—and 75% from 2002, when Fidelity began estimating health care costs in retirement.
“A combination of economic, demographic, and regulatory changes have placed a small but material segment of these plans at risk,” Ted Goldman, senior pension fellow with the American Academy of Actuaries, told a new Congressional committee.
Nearly half would like a digital retirement coach, an Accenture survey found.
A study points out the differences in women’s and men’s life journeys and challenges that should be considered in women’s retirement planning.
DC plan consultants surveyed by PIMCO offer suggestions for helping retirees with income, core investment menu design and other DC plan features.
A new feature of ERISApedia.com's Employee Benefit Plan Audit Prospecting ReSource provides insight into plan auditor rotation strategies of a prospective audit provider, the firm explains.
Peg Knox, chief operating officer of DCIIA, points to both the coverage gap and retirement income adequacy as being top of mind; there is also a strong fee litigation focus, given how near and dear this topic is to both plan sponsors and service providers.
Northern Trust amended its benefit formula in 2012 and provided a transitional benefit that assumed salary increases of 1.5% per year, and the court found expectations of higher salary increases was not part of an “accrued benefit.”
As an independent registered investment adviser, Greenleaf Financial offers a comprehensive planning package, which includes investment planning, retirement income solutions, estate planning and more.
In a new analysis, J.P. Morgan Asset Management describes how equities have not generally come under pressure until the U.S. two-year Treasury rate reaches above 3.5%.
Corporate plans are winding down as public plans are strengthening themselves for the long run.